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ZTO Express
ZTO

141 hedge funds and large institutions have $3.14B invested in ZTO Express in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

69% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $13.3M

59% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 32

45% more capital invested

Capital invested by funds: $2.16B → $3.14B (+$976M)

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

28% more funds holding

Funds holding: 110 → 141 (+31)

1.55% more ownership

Funds ownership: 28.38% → 29.93% (+1.5%)

Holders
141
Holders Change
+31
Holders Change %
+28.18%
% of All Funds
3.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
46
Increased
51
Reduced
32
Closed
14
Calls
$22.5M
Puts
$13.3M
Net Calls
+$9.23M
Net Calls Change
+$5.71M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$127M
2
BAM
Brilliance Asset Management
Hong Kong
+$108M
3
PIM
Platinum Investment Management
Australia
+$59.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46.7M
5
O
OppenheimerFunds
New York
+$37.6M

Top Sellers

1
WP
Warburg Pincus
New York
-$205M
2
DSA
Davis Selected Advisers
Arizona
-$40.1M
3
Morgan Stanley
Morgan Stanley
New York
-$30M
4
YCMGA
York Capital Management Global Advisors
New York
-$22.6M
5
UBS Group
UBS Group
Switzerland
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Asset Management One
51
Asset Management One
Japan
$4.39M +$3.99M +221,163 New
Robeco Institutional Asset Management
52
Robeco Institutional Asset Management
Netherlands
$4.35M – – –
TRSOTSOK
53
Teachers Retirement System of the State of Kentucky
Kentucky
$4.2M +$3.78M +210,000 New
SI
54
Sensato Investors
California
$4.13M +$3.72M +206,400 New
Renaissance Technologies
55
Renaissance Technologies
New York
$3.36M +$366K +20,300 +14%
ERSOT
56
Employees Retirement System of Texas
Texas
$3.28M +$1.24M +69,000 +73%
First Trust Advisors
57
First Trust Advisors
Illinois
$3.1M -$312K -17,289 -10%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$3.08M +$1.86M +103,176 +202%
AAMU
59
Amundi Asset Management US
Massachusetts
$3.07M +$2.76M +153,363 New
QC
60
Quadrature Capital
United Kingdom
$2.99M +$2.69M +149,391 New
Mackenzie Financial
61
Mackenzie Financial
Ontario, Canada
$2.98M +$2.68M +148,800 New
Two Sigma Investments
62
Two Sigma Investments
New York
$2.72M +$2.45M +135,832 New
JP Morgan Chase
63
JP Morgan Chase
New York
$2.52M +$2.25M +124,660 +9,509%
Stifel Financial
64
Stifel Financial
Missouri
$2.41M +$1.51M +83,887 +233%
JG
65
Jefferies Group
New York
$2.32M +$2.09M +116,019 New
PPA
66
Parametric Portfolio Associates
Washington
$2.1M +$1.03M +57,283 +120%
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$2.05M +$1.85M +102,593 New
GH
68
GAM Holding
Switzerland
$1.92M -$513K -28,446 -23%
RJA
69
Raymond James & Associates
Florida
$1.78M +$379K +21,026 +31%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$1.66M +$654K +36,271 +77%
PA
71
Profund Advisors
Maryland
$1.53M -$27.3K -1,516 -2%
Point72 Asset Management
72
Point72 Asset Management
Connecticut
$1.52M +$1.23M +68,300 +876%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$1.51M +$153K +8,498 +13%
MCP
74
Maso Capital Partners
Hong Kong
$1.5M +$1.35M +75,000 New
GCP
75
GSA Capital Partners
United Kingdom
$1.39M +$647K +35,900 +107%
1 2
3
4 5

ZTO Hedge Fund Activity: Q2 2018 in Review

141 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q2 2018, worth a combined $3.14B — up 45% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ZTO positions and 14 closed out — a net gain of 32 holders — while 51 added to existing stakes and 32 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $127M. The largest seller was Warburg Pincus, cutting an estimated $205M.

  • 141 institutional investors held ZTO Express (ZTO) as of Q2 2018, up from 110 in Q1 2018.
  • Funds reported $3.14B of ZTO Express stock for Q2 2018, up 45% quarter-over-quarter.
  • 46 funds opened new ZTO Express positions in Q2 2018 and 14 closed out, a net change of +32 holders.
  • The largest ZTO Express buyer in Q2 2018 was Fidelity Investments, an estimated $127M added.
  • The largest ZTO Express seller in Q2 2018 was Warburg Pincus, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2018.